CALIFORNIA WATER SERVICE GROUP - CWT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 10,755,498 | 523,254 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,379,671 | 213,070 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,517,105 | 171,108 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 3,486,859 | 169,740 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 3,266,850 | 158,932 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,690,663 | 130,900 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | History | No change | 1,984,605 | 96,551 | 2.93% | 2.93% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,555,391 | 75,684 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,300,055 | 63,247 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 1,281,406 | 62,340 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,271,357 | 58,823 | 0.01% | 0.01% | 11 | +96,443 | 8.21% | Q3 2026 | Nov 04, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 1,096,077 | 53,324 | 9.07% | 9.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 974,775 | 47,422 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 948,112 | 46,125 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 807,510 | 39,285 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 747,216 | 36,352 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | Added to | 784,677 | 36,307 | 0.67% | 0.67% | 17 | +31,291 | 4.15% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 725,290 | 35,285 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 708,763 | 34,481 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 681,791 | 33,169 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 577,510 | 26,721 | 0.06% | 0.06% | 21 | +263 | 0.05% | Q3 2026 | Oct 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 532,084 | 24,619 | 0.0% | 0.0% | 22 | +5,008 | 0.95% | Q3 2026 | Nov 05, 2026 |
| Triodos Investment Management BV | History | No change | 493,000 | 23,984 | 1.46% | 1.46% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beck Bode, LLC | History | No change | 426,692 | 20,758 | 3.14% | 3.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 397,640 | 19,345 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 365,464 | 17,779 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 331,132 | 16,109 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 283,593 | 13,796 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 295,584 | 13,676 | 0.01% | 0.01% | 29 | +6,294 | 2.18% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 274,427 | 13,350 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 245,038 | 11,921 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 244,401 | 11,890 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 205,645 | 10,004 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 207,828 | 9,616 | 0.01% | 0.01% | 34 | +45,099 | 27.71% | Q3 2026 | Oct 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 197,125 | 9,590 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 196,394 | 9,554 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 192,514 | 9,365 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 183,197 | 8,912 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 172,659 | 8,399 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 158,336 | 7,703 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 155,114 | 7,546 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 152,982 | 7,442 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 144,200 | 7,015 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 141,088 | 6,863 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 135,513 | 6,763 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 133,752 | 6,507 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 130,513 | 6,349 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 123,523 | 6,009 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 122,186 | 5,944 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 119,700 | 5,823 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 119,479 | 5,812 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 114,662 | 5,578 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 110,352 | 5,368 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 105,326 | 5,120 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 101,589 | 4,942 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 97,918 | 4,764 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 99,421 | 4,600 | 0.02% | 0.02% | 57 | +3,798 | 3.97% | Q3 2026 | Nov 03, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Added to | 93,340 | 4,318 | 1.86% | 1.73% | 58 | +7,499 | 8.74% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 88,732 | 4,316 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sagefield Capital LP | History | No change | 86,243 | 4,195 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 90,114 | 4,169 | 0.07% | 0.06% | 61 | +11,697 | 14.92% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 83,459 | 4,060 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | New | 86,699 | 4,011 | 0.57% | — | 63 | +86,699 | New | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 73,443 | 3,573 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 68,217 | 3,318 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 65,931 | 3,207 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 64,872 | 3,156 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 63,767 | 3,102 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 63,323 | 3,080 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 62,648 | 3,047 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 66,805 | 3,028 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 62,258 | 3,028 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magellan Asset Management Ltd | History | No change | 61,416 | 2,987 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 63,349 | 2,931 | 0.01% | 0.01% | 74 | -634 | -0.99% | Q3 2026 | Oct 22, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 59,973 | 2,917 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arjuna Capital | History | Added to | 60,448 | 2,796 | 0.62% | 0.31% | 76 | +32,190 | 113.91% | Q3 2026 | Nov 03, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 55,906 | 2,730 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 55,723 | 2,710 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 55,194 | 2,685 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 57,800 | 2,675 | 0.0% | 0.0% | 80 | -2,088 | -3.49% | Q3 2026 | Nov 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 51,638 | 2,512 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 53,870 | 2,492 | 0.01% | 0.01% | 82 | -218 | -0.4% | Q3 2026 | Oct 28, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 51,054 | 2,483 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | Reduced | 51,130 | 2,365 | 0.03% | 0.03% | 84 | -872 | -1.68% | Q3 2026 | Oct 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 48,193 | 2,344 | 0.69% | 0.69% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,918 | 2,331 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACQUARIE GROUP LTD | History | No change | 46,609 | 2,267 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 46,062 | 2,240 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 45,697 | 2,223 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 45,014 | 2,189 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 44,898 | 2,184 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 47,136 | 2,180 | 0.13% | 0.15% | 92 | -2,075 | -4.22% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 43,334 | 2,108 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridge City Capital, LLC | History | Added to | 45,534 | 2,106 | 0.44% | 0.42% | 94 | +7,981 | 21.25% | Q3 2026 | Oct 29, 2026 |
| CoreCommodity Management, LLC | History | No change | 42,138 | 2,050 | 0.41% | 0.41% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 41,171 | 2,002 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 42,777 | 1,979 | 0.0% | 0.0% | 97 | +2,424 | 6.01% | Q3 2026 | Nov 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 42,700 | 1,975 | 0.01% | 0.01% | 98 | +2,411 | 5.98% | Q3 2026 | Oct 16, 2026 |
| Cerity Partners LLC | History | No change | 38,046 | 1,850 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | New | 38,010 | 1,765 | 0.01% | — | 100 | +38,010 | New | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35,731 | 1,738 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 35,383 | 1,721 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 34,602 | 1,683 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 36,149 | 1,672 | 0.0% | 0.0% | 104 | -6,222 | -14.68% | Q3 2026 | Oct 15, 2026 |
| South Dakota Investment Council | History | No change | 33,989 | 1,654 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,944 | 1,602 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 32,499 | 1,581 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | No change | 31,950 | 1,554 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 32,626 | 1,509 | 0.04% | 0.05% | 109 | -875 | -2.61% | Q3 2026 | Oct 22, 2026 |
| SEB Asset Management AB | History | Added to | 32,249 | 1,492 | 0.01% | 0.0% | 110 | +8,644 | 36.62% | Q3 2026 | Nov 04, 2026 |
| Ethic Inc. | History | Added to | 31,408 | 1,453 | 0.02% | 0.01% | 111 | +18,659 | 146.36% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 31,191 | 1,443 | 0.0% | 0.0% | 112 | +3,757 | 13.69% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 31,173 | 1,442 | 0.03% | — | 113 | +31,173 | New | Q3 2026 | Oct 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,929 | 1,407 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 30,406 | 1,406 | 0.02% | 0.02% | 115 | +310 | 1.03% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 28,115 | 1,367 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 28,587 | 1,322 | 0.0% | 0.0% | 117 | -669 | -2.29% | Q3 2026 | Nov 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 26,617 | 1,294 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 26,233 | 1,276 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 25,873 | 1,259 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,464 | 1,252 | 0.0% | 0.0% | 121 | +1,411 | 5.42% | Q3 2026 | Oct 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 27,000 | 1,249 | 0.03% | 0.06% | 122 | -28,000 | -50.91% | Q3 2026 | Nov 03, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 25,289 | 1,230 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers Brothers Inc. | History | No change | 25,075 | 1,219 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 26,300 | 1,216 | 0.02% | 0.02% | 125 | +100 | 0.38% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,355 | 1,184 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 24,091 | 1,172 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dockside LLC | History | No change | 23,624 | 1,149 | 0.27% | 0.27% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 23,265 | 1,131 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,104 | 1,124 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 22,854 | 1,111 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,716 | 1,105 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantinno Capital Management LP | History | No change | 21,708 | 1,056 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,455 | 1,043 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 21,277 | 1,035 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Teton Advisors, LLC | History | No change | 20,060 | 975 | 0.56% | 0.56% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 19,499 | 948 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,864 | 939 | 0.0% | 0.0% | 138 | +827 | 4.13% | Q3 2026 | Nov 04, 2026 |
| WULFF, HANSEN & CO. | History | No change | 19,215 | 934 | 0.72% | 0.72% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,948 | 873 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,143 | 834 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,700 | 812 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,459 | 800 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 16,857 | 779 | 0.0% | 0.0% | 144 | +400 | 2.43% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,712 | 764 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,004 | 741 | 0.01% | 0.01% | 146 | -97 | -0.6% | Q3 2026 | Oct 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 15,507 | 738 | 0.1% | 0.12% | 147 | -1,572 | -9.2% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15,182 | 738 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 15,048 | 732 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,778 | 730 | 0.01% | 0.01% | 150 | -144 | -0.9% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,769 | 718 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Willow Creek Wealth Management Inc. | History | No change | 15,153 | 701 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 14,494 | 670 | 0.0% | 0.0% | 153 | +210 | 1.47% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 13,496 | 656 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,914 | 643 | 0.01% | 0.01% | 155 | +300 | 2.2% | Q3 2026 | Oct 29, 2026 |
| Cullen Capital Management, LLC | History | No change | 13,060 | 635 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,899 | 627 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,000 | 601 | 0.12% | 0.14% | 158 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CenterBook Partners LP | History | Added to | 12,935 | 598 | 0.03% | 0.02% | 159 | +4,957 | 62.13% | Q3 2026 | Nov 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,739 | 589 | 0.01% | 0.01% | 160 | +2,221 | 21.12% | Q3 2026 | Oct 22, 2026 |
| CITIGROUP INC | History | Reduced | 12,671 | 586 | 0.0% | 0.0% | 161 | -22,442 | -63.91% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,018 | 584 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 12,601 | 583 | 0.01% | 0.01% | 163 | +172 | 1.38% | Q3 2026 | Oct 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,195 | 563 | 0.01% | 0.01% | 164 | -9,323 | -43.33% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 11,133 | 541 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,643 | 538 | 0.0% | 0.0% | 166 | +791 | 7.29% | Q3 2026 | Oct 29, 2026 |
| ALPS ADVISORS INC | History | Reduced | 11,520 | 533 | 0.0% | 0.0% | 167 | -7,078 | -38.06% | Q3 2026 | Nov 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,905 | 530 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,432 | 507 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 10,702 | 495 | 0.17% | — | 170 | +10,702 | New | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,346 | 478 | 0.0% | 0.0% | 171 | -2,056 | -16.58% | Q3 2026 | Nov 02, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,766 | 475 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 9,536 | 463 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 9,902 | 458 | 0.0% | 0.0% | 174 | -1,282 | -11.46% | Q3 2026 | Nov 03, 2026 |
| Clean Yield Group | History | No change | 9,835 | 455 | 0.11% | 0.12% | 175 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 8,975 | 436 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,956 | 435 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 8,747 | 425 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,146 | 423 | 0.0% | 0.0% | 179 | -2,086 | -18.57% | Q3 2026 | Oct 27, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 9,123 | 422 | 0.05% | 0.09% | 180 | -4,305 | -32.06% | Q3 2026 | Oct 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,609 | 418 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 8,527 | 414 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 8,321 | 404 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,175 | 397 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,012 | 389 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 7,980 | 388 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,737 | 376 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,100 | 375 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 7,600 | 369 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,671 | 355 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 7,650 | 353 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,199 | 350 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,118 | 346 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,900 | 335 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ketron Financial | History | No change | 6,900 | 335 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 6,830 | 332 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 6,789 | 330 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,210 | 328 | 0.01% | 0.02% | 198 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wealth Architects, LLC | History | Added to | 7,086 | 327 | 0.03% | 0.03% | 199 | +54 | 0.77% | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 7,056 | 326 | 0.0% | 0.0% | 200 | +201 | 2.93% | Q3 2026 | Oct 23, 2026 |
| PFG Investments, LLC | History | No change | 6,638 | 322 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,497 | 316 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 6,799 | 314 | 0.0% | 0.0% | 204 | -144 | -2.07% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 6,473 | 314 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INCEPTIONR LLC | History | No change | 6,429 | 312 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axxion S.A. | History | Added to | 6,693 | 309 | 0.02% | 0.02% | 207 | +727 | 12.19% | Q3 2026 | Oct 22, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,364 | 309 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maple Capital Management, Inc. | History | No change | 6,667 | 308 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,123 | 297 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Legato Capital Management LLC | History | No change | 6,103 | 296 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 6,098 | 296 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| nVerses Capital, LLC | History | No change | 6,063 | 294 | 0.45% | 0.45% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,000 | 291 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,214 | 287 | 0.02% | 0.03% | 214 | +6 | 0.1% | Q3 2026 | Oct 19, 2026 |
| ELCO Management Co., LLC | History | No change | 6,093 | 281 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 5,966 | 276 | 0.0% | — | 216 | +5,966 | New | Q3 2026 | Oct 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,630 | 273 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFM Investors Pty Ltd | History | Added to | 5,842 | 270 | 0.0% | 0.0% | 218 | +1,574 | 36.88% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,543 | 269 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,523 | 268 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,481 | 266 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,260 | 255 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,186 | 252 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 5,125 | 249 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BRIGHTON JONES LLC | History | Added to | 5,263 | 243 | 0.0% | 0.0% | 225 | +266 | 5.32% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Added to | 5,035 | 232 | 0.0% | 0.0% | 226 | +355 | 7.59% | Q3 2026 | Nov 05, 2026 |
| Blue Water Asset Management | History | Added to | 4,941 | 228 | 0.07% | 0.08% | 227 | +33 | 0.67% | Q3 2026 | Nov 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 4,901 | 226 | 0.02% | 0.02% | 229 | +291 | 6.31% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,664 | 226 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | New | 4,781 | 221 | 0.0% | — | 230 | +4,781 | New | Q3 2026 | Nov 04, 2026 |
| StoneX Group Inc. | History | New | 4,613 | 218 | 0.01% | — | 231 | +4,613 | New | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,466 | 217 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 4,462 | 217 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient IA LP | History | No change | 4,440 | 216 | 0.2% | 0.2% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,664 | 215 | 0.0% | 0.0% | 235 | -99 | -2.08% | Q3 2026 | Oct 21, 2026 |
| Abacus Wealth Partners, LLC | History | New | 4,523 | 209 | 0.02% | — | 237 | +4,523 | New | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,311 | 209 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Planning,Inc | History | No change | 4,500 | 208 | 0.14% | 0.14% | 238 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ellevest, Inc. | History | No change | 4,242 | 206 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,242 | 206 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | New | 4,357 | 201 | 0.0% | — | 241 | +4,357 | New | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,339 | 200 | 0.0% | 0.0% | 242 | +104 | 2.46% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,650 | 177 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 3,228 | 149 | 0.01% | 0.01% | 245 | +28 | 0.88% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,074 | 149 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,789 | 135 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,250 | 109 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,122 | 103 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,778 | 82 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,661 | 80 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,658 | 80 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,611 | 78 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,620 | 78 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | New | 1,600 | 74 | 0.0% | — | 254 | +1,600 | New | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,456 | 71 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,528 | 70 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,465 | 67 | 0.01% | 0.0% | 257 | +789 | 116.72% | Q3 2026 | Oct 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,243 | 61 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 1,279 | 59 | 0.0% | 0.0% | 259 | +66 | 5.44% | Q3 2026 | Oct 16, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,231 | 56 | 0.0% | 0.0% | 260 | +5 | 0.41% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,148 | 53 | 0.0% | 0.0% | 261 | +35 | 3.14% | Q3 2026 | Nov 04, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 1,000 | 48 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 980 | 47 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 948 | 43 | 0.0% | 0.0% | 264 | +426 | 81.61% | Q3 2026 | Oct 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 855 | 41 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 865 | 40 | 0.0% | 0.0% | 266 | +32 | 3.84% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | Added to | 845 | 39 | 0.0% | 0.0% | 267 | +61 | 7.78% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 765 | 35 | 0.0% | 0.0% | 269 | +327 | 74.66% | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 709 | 35 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 750 | 34 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 698 | 34 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 670 | 31 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 670 | 31 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 599 | 28 | 0.0% | 0.0% | 274 | -9 | -1.48% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Reduced | 586 | 27 | 0.01% | 0.01% | 275 | -3 | -0.51% | Q3 2026 | Oct 14, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 545 | 26 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 552 | 25 | 0.0% | 0.0% | 277 | -77 | -12.24% | Q3 2026 | Oct 22, 2026 |
| Tower View Wealth Management LLC | History | Added to | 542 | 25 | 0.01% | 0.01% | 278 | +3 | 0.56% | Q3 2026 | Oct 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 535 | 24 | 0.0% | 0.0% | 279 | +44 | 8.96% | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 464 | 22 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 455 | 22 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 420 | 20 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | New | 417 | 19 | 0.0% | — | 284 | +417 | New | Q3 2026 | Oct 21, 2026 |
| Parvin Asset Management, LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 18 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO | History | No change | 374 | 18 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 396 | 18 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 356 | 17 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 348 | 16 | 0.0% | 0.0% | 290 | -2 | -0.57% | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | No change | 348 | 16 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 347 | 16 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 303 | 15 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Reduced | 285 | 13 | 0.0% | 0.0% | 293 | -17 | -5.63% | Q3 2026 | Oct 13, 2026 |
| Costello Asset Management, INC | History | Added to | 276 | 12 | 0.0% | 0.0% | 295 | +1 | 0.36% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 253 | 12 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 241 | 11 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westfuller Advisors, LLC | History | No change | 231 | 11 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 222 | 10 | 0.0% | 0.0% | 298 | +20 | 9.9% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 212 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 217 | 10 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 182 | 8 | 0.0% | 0.0% | 302 | +60 | 49.18% | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 176 | 8 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 159 | 7 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 151 | 7 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 143 | 6 | 0.0% | — | 308 | +143 | New | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 139 | 6 | 0.0% | 0.0% | 307 | +52 | 59.77% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 141 | 6 | 0.0% | 0.0% | 305 | +34 | 31.78% | Q3 2026 | Oct 27, 2026 |
| BFSG, LLC | History | No change | 136 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 98 | 4 | 0.0% | — | 311 | +98 | New | Q3 2026 | Oct 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 106 | 4 | 0.0% | 0.0% | 309 | +2 | 1.92% | Q3 2026 | Oct 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | New | 77 | 3 | 0.0% | — | 315 | +77 | New | Q3 2026 | Oct 27, 2026 |
| Elyxium Wealth, LLC | History | New | 66 | 3 | 0.0% | — | 316 | +66 | New | Q3 2026 | Oct 27, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 66 | 3 | 0.0% | — | 317 | +66 | New | Q3 2026 | Oct 16, 2026 |
| Rossby Financial, LCC | History | Added to | 72 | 3 | 0.0% | 0.0% | 314 | +9 | 14.29% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 79 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| UMB Private Wealth Management, LLC | History | New | 56 | 2 | 0.0% | — | 326 | +56 | New | Q3 2026 | Oct 19, 2026 |
| Ascentis Wealth Management, LLC | History | New | 49 | 2 | 0.0% | — | 325 | +49 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 58 | 2 | 0.0% | 0.0% | 318 | +22 | 61.11% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 10 | 1 | 0.0% | 0.02% | 329 | -726 | -98.64% | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 22 | 1 | 0.0% | — | 330 | +10 | 83.33% | Q3 2026 | Oct 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | No change | 37 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,813 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Green Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -7,830 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,134 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,667 | -100.0% | Q3 2026 | Oct 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,634 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2026 | Oct 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 21, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q3 2026 | Oct 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 12 | 0 | — | — | — | -1 | -7.69% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| Nova Financial LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |